Some historical background on Inventory vs Parts Modules:
Inventory is one of the most powerful modules in the application. It tracks all sorts of physical/electronic devices, labor, deposits, prepay hours, quantities, when to refill stock, etc. This is the normal equipment you work with everyday, and expect to have in your store or warehouse. When you have low stock on specific inventory, you want to be kept informed so you can re-order. This is why we send out a daily email of all low stock in inventory, so we keep you notified on a daily basis. You use Purchase Orders to resupply low levels of Inventory. Purchase Orders are directly connected with your Inventory and Vendors, making that entire process easy. The Parts module is a completely separate entity.
Parts were intended for a different purpose. This module was created for special orders that you don't normally do, or don't usually keep in stock. Example: Special phone screen for a phone that you don't normally work on, or a special motherboard for a laptop.
The Parts page will show you all of your current Part Orders in a list, and you can create a new one by clicking "New Item" in the top right:
Part Orders that follow some criteria can have the part automatically added as a Ticket Charge to a ticket. First make sure in the Part Order that it is linked to the correct ticket, there is a quantity entered, a retail cost for the customer, and optionally it can be marked taxable as well. You must fill out these fields before the part will be added as a Ticket Charge.
Once the Part Order has a date set for "Received:", it will be marked as resolved and the part will be added to the ticket as displayed above.
Inventory is one of the most powerful modules in the application. It tracks all sorts of physical/electronic devices, labor, deposits, prepay hours, quantities, when to refill stock, etc. This is the normal equipment you work with everyday, and expect to have in your store or warehouse. When you have low stock on specific inventory, you want to be kept informed so you can re-order. This is why we send out a daily email of all low stock in inventory, so we keep you notified on a daily basis. You use Purchase Orders to resupply low levels of Inventory. Purchase Orders are directly connected with your Inventory and Vendors, making that entire process easy. The Parts module is a completely separate entity.
Parts were intended for a different purpose. This module was created for special orders that you don't normally do, or don't usually keep in stock. Example: Special phone screen for a phone that you don't normally work on, or a special motherboard for a laptop.
Getting Started:
The Parts page will show you all of your current Part Orders in a list, and you can create a new one by clicking "New Item" in the top right:
Automatically Adding Part Order to Tickets:
Part Orders that follow some criteria can have the part automatically added as a Ticket Charge to a ticket. First make sure in the Part Order that it is linked to the correct ticket, there is a quantity entered, a retail cost for the customer, and optionally it can be marked taxable as well. You must fill out these fields before the part will be added as a Ticket Charge.
Once the Part Order has a date set for "Received:", it will be marked as resolved and the part will be added to the ticket as displayed above.
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